Update shared on27 Aug 2025
Fair value Increased 5.25%Analysts have modestly raised Urban Outfitters' price target to $78, reflecting slight optimism despite increased sector risks and tariff concerns, with the updated fair value now at $78.00.
Analyst Commentary
- Cautious outlook on the specialty apparel sector for the second half of 2025.
- Increased risk related to elevated tariffs on imports from India.
- Significant share price appreciation (up 86% since November) leading to a more balanced risk/reward profile.
- Consensus among analysts reflects a neutral stance, indicating a balanced upside and downside into Q2 earnings.
- Slightly raised price targets signal modest optimism but do not offset concerns about sector risks and import costs.
What's in the News
- Urban Outfitters launched the second season of its in-store experiential retail platform, On Rotation, partnering with Levi's to create a denim-focused event featuring exclusive styles and curated vintage pieces at select locations, with community events and immersive storytelling elements.
- Urban Outfitters collaborated with Chipotle to create a limited-edition “A Little Extra” Dorm Collection featuring playful, Chipotle-themed home decor products, available online and in select stores.
- As part of UO Celebrates: Pride, Urban Outfitters released a special vinyl collection in partnership with LGBTQIA+ artists and labels, also running fundraising initiatives for GLSEN through a 30-day cashwrap campaign across North America.
Valuation Changes
Summary of Valuation Changes for Urban Outfitters
- The Consensus Analyst Price Target has risen slightly from $75.69 to $78.00.
- The Consensus Revenue Growth forecasts for Urban Outfitters has risen from 6.6% per annum to 7.2% per annum.
- The Discount Rate for Urban Outfitters has risen from 8.03% to 8.54%.
Disclaimer
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